Treasury Sales Consultant - Middle Market

Truist•Atlanta, GA

8d•Onsite

About The Position

The Wholesale Payments division at Truist is experiencing exciting growth! If you’re a curious, driven Treasury Sales Consultant who thrives on connecting with Middle Market Corporate clients, and you believe that true success starts with understanding their needs inside and out, we encourage you to apply. In this role, you’ll actively pursue new treasury-related opportunities, collaborate with clients to develop innovative growth strategies using the latest solutions, technology, and best practices. and make a meaningful impact on one of our fastest-growing client portfolios. We’re searching for a Treasury Sales Consultant in the metro-Atlanta area who is passionate about working capital and cash flow insights and is eager to help our clients find efficiencies in smarter, faster, simpler and secure payments. Become a champion of driving growth for our clients in alignment with Truist's Purpose, Mission, and Values. Don’t miss this chance—take action and join our team today!

Requirements

Bachelor's degree or an equivalent combination of education and related work experience
5 years of sales experience of financial or treasury products and/or services
Maintains deep understanding of bank's Working Capital solutions
Must have or obtain Certified Treasury Professional (CTP) within 12 months of entering position

Nice To Haves

7+ years of sales experience of financial or treasury products and/or services
CFA Designation
Maintains up to date knowledge of Treasury Trends & Best Practices
Expected to be subject area experts in one (or more) specific skill sets, business areas or products

Responsibilities

Executes sales plan, develops strong partnership and collaboration with line of business and other internal partners to identify and drive client and prospect sales opportunities to achieve/exceed revenue and portfolio growth objectives for assigned client portfolio.
Fosters relationships with bankers and product partners to collaborate on opportunities and engage in strategic client planning.
Independently manages a portfolio of clients with TS needs, requiring general knowledge of banking and TS products and services as well as working capital concepts.
Participates in the development of detailed relationship plans for clients/prospects within assigned client group to identify key retention and new client acquisition opportunities.
Responsible for providing client working capital services and solutions, including receivables, payables, information reporting and liquidity solutions.
Adheres and follows all applicable policies and procedures. Proactively escalates issues and risks to leadership's attention.
Ability to consult with a client through various methods of communication in an effective manner (ex. In person, email, voicemail, Virtual Meeting, etc.).
Responsible for accurate reporting of sales efforts, sales effort progression and sales revenue.